Case Studies

Our Customers

Since 2001, organizations worldwide have relied on PerfectForms workflow software to meet their needs in the areas of process automation, business process management, forms automation and workflow management. We empower organizations, large and small, to rapidly automate forms and workflow processes. We serve a diverse customer base with our simple, yet powerful web-based development platform.

Is your IT department too busy to build or maintain your current solution? Do you need to replace a manual, paper intensive or outdated process? We’ve helped over 500 organizations, including many Fortune 100 companies in financial services, insurance, health care and manufacturing sectors automate HR, finance, sales and operations processes.

PerfectForms can address any type of workflow automation challenge. But don’t take our word for it – hear it straight from our customers.

Affinity Management Group

Industry:

Sales/Marketing

Application:

Surveys and marketing campaign management

Results:

Survey Response rates have been reported as 4 to 5 times better with PerfectForms then industry norms (37% response rate).

Madison National Life Insurance

Industry:

Insurance

Application:

Insurance policy applications

Results:

More than 200 insurance agents are currently using the PerfectForms-based application successfully. They can now submit application forms in the field, leading to faster approvals and fewer errors than the prior paper-based process.

State of Oregon Office of the Long Term Care Ombudsman

Industry:

Government

Application:

Case reporting for elder abuse

Results:

The average complaints per volunteer and average complaints per case have increased 15% since PerfectForms was introduced, ensuring investigation of more issues and complaints confounding residents in long-term care.

University of Portland

Industry:

Education

Application:

Automating various administrative process and surveys across the entire campus community

Results:

University of Portland’s IT department decentralized their form creation process with PerfectForms to keep us with the form needs of the campus community. Over 100 paper forms have been digitized across the campus.